Keep account decision-maker context easy to find
Record confirmed role or decision-maker changes from a Vapi conversation with the ForceManager company record for the next sales interaction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Company
Update Company
Why this helps
Founders lose time when they have to reconstruct who makes a decision from scattered conversation notes.
- Keep confirmed decision-maker context tied to the account.
- Reduce repeated discovery questions on follow-up calls.
- Make sales handoffs easier to prepare.
Setup
Build it in a few focused steps.
- 1Connect Vapi and ForceManager to Notis once in the portal.
- 2Create an automation prompt to update the matching company record when an incoming Vapi payload confirms relevant decision-maker context.
- 3Choose an incoming webhook trigger and the channel for run reports.
- 4Test with one real call containing a confirmed role or decision-maker update.
Questions about this workflow
Does this create or update a contact?
This workflow uses the available Update Company action to update the company record with the relevant context.
Should uncertain roles be recorded?
Tell Notis to update only when the call clearly confirms the information and company match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Vapi to Forcemanager. A trigger fires from one place; an action lands in another.
Vapi triggers
Forcemanager actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Activity
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Get Activity
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Connect any two apps with Notis in the middle.
Vapi and Forcemanager, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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